Feb
27
Trade Alert
3 min read
Feb
26
Ellington Financial’s Q4 2023 Update by Scott Kennedy
13 min read
Feb
26
SBAC Q4 2023 Update
5 min read
Feb
25
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/25/2024
16 min read
Feb
25
2 Recent Trades for Scott
1 min read
Feb
24
Scott Kennedy’s mREIT Earnings Series: Assessing Invesco Mortgage Capital’s Performance For Q4 2023
14 min read
Feb
24
Scott Kennedy’s mREIT Earnings Series: Assessing Ares Commercial’s Performance For Q4 2023
15 min read
Feb
23
Scott Kennedy’s mREIT Earnings Series: Assessing AG Mortgage Investment Trust’s And MFA Financial’s Performance For Q4 2023
23 min read
Feb
22
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing New York Mortgage Trust’s And Blue Owl Capital’s Performance For Q4 2023
20 min read
Feb
21
Is Alexandria Real Estate Hiding Interest Expense?
5 min read
Feb
20
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential REIT’s Performance For Q4 2023
13 min read
Feb
18
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/18/2024
19 min read
Feb
17
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2023
13 min read
Feb
17
Scott Kennedy’s mREIT Earnings Series: Assessing Chimera Investment’s And Franklin BSP Realty Trust’s Performance For Q4 2023
21 min read
Feb
15
Two New Baby Bonds Under Coverage: MFAN and PMTU
1 min read
Feb
15
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage Trust’s And Granite Point Mortgage Trust’s Performance For Q4 2023
21 min read
Feb
13
Trade Alert
4 min read
Feb
12
Portfolio Update - February: Alpha to Start The Year
16 min read
Feb
11
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/11/2024
18 min read
Feb
10
Scott Kennedy’s BDC Earnings Series: Assessing Prospect Capital’s Performance For Calendar Q4 2023
16 min read
Feb
09
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Annaly Capital’s And PennantPark Floating Rate Capital’s Performance For Q4 2023
19 min read
Feb
07
Rexford Deletes Information, Angers Analysts, TRNO Keeps Rolling
4 min read
Feb
07
Scott Kennedy’s mREIT And BDC Earnings Series: Assessing Rithm Capital’s And Ares Capital’s Performance For Q4 2023
23 min read
Feb
07
Scott Kennedy’s BDC And mREIT Earnings Series: Assessing Oaktree Specialty Lending’s And PennyMac Mortgage’s Performance For Q4 2023
21 min read
Feb
07
Trade Alert X2 and Rating Update
3 min read
